Lapides Saves Time and Cuts Costs with APX through Advent OnDemand
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(0)Overview: Lapides clears through Pershing, which offers the online, hosted version of Advent Portfolio Exchange as part of its RIA solutions platform. “Pershing actually introduced me to APX,” says Mr. Betz. APX is the enterprise portfolio management solution that links portfolio managers and operations staff on a single platform. The outsourced version offers all the sophisticated functionality of APX, including: “Advent’s web-based version of APX has reduced our operating costs. It’s a much more efficient operation.” Jim Betz, Chief Operating & Compliance Officer, Lapides Asset Management. Fast and easy access to portfolio data for decision making. Automated generation of a wide range of reports. Performance measurement and analytical capabilities. . . . but without the need to add IT infrastructure or support staff, or worry about system maintenance and upgrades. Advent takes care of all that. “Advent got us up and running on APX in just a few months,” says Mr. Betz. “The whole experience has been fantastic.”
